Retirement Planning

Displaying 8410 results
The cruelest month: IRS doesn't mess around in April
RETIREMENT PLANNING APR 05, 2015
The cruelest month: IRS doesn't mess around in April

Fraud prosecutions remind the public of the agency's enforcement muscle.

By Bloomberg
Focus Financial invests in $600 million wealth manager
RETIREMENT PLANNING APR 05, 2015
Focus Financial invests in $600 million wealth manager

Deal comes amid slowdown for large investors in financial advisory firms.

By Trevor Hunnicutt
Employer objections stand in way of 401(k) plan success
RETIREMENT PLANNING APR 05, 2015
Employer objections stand in way of 401(k) plan success

Advisers can adopt strategies to counteract arguments against trying to maximize contributions

By Darla Mercado
More companies than ever avoid paying taxes
RETIREMENT PLANNING APR 03, 2015
More companies than ever avoid paying taxes

A record 54 companies in the S&P 500 are now at least partially exempt from the corporate income tax, more than twice the number four years ago.

By Bloomberg
Did Social Security slice benefits for people with disabilities?
RETIREMENT PLANNING APR 03, 2015
Did Social Security slice benefits for people with disabilities?

A minor change in the Social Security Program Operations Manual System late last year resulted in what some advocates call an 'outrage.'

By Mary Beth Franklin
Saving for college got tougher last year
RETIREMENT PLANNING APR 02, 2015
Saving for college got tougher last year

Average savings level of $10,040 is lowest in three years as cost of living, lower earnings squeeze out savings.

By Bloomberg
Millennials are shunning financial advice
EQUITIES APR 02, 2015
Millennials are shunning financial advice

<i>Breakfast with Benjamin</i>: Millennials don't really care about financial advice, which is a boon for robo-advisers, but a bad sign for the advice industry.

By Jeff Benjamin
Affordable Care Act not a problem for taxpayers: IRS chief
RETIREMENT PLANNING APR 02, 2015
Affordable Care Act not a problem for taxpayers: IRS chief

Commissioner John Koskinen says agency is still struggling to stop identity theft

By Mark Schoeff Jr.
Plaintiffs appeal decision in Fidelity case on 401(k) float income
RETIREMENT PLANNING APR 01, 2015
Plaintiffs appeal decision in Fidelity case on 401(k) float income

Attorney says 'judge got it wrong' in deciding in favor of the mutual fund giant.

By Robert Steyer
RETIREMENT PLANNING APR 01, 2015
Procrastinate, and your tax-preparer may fine you

Accountants reveal their tactics for avoiding the last-minute jam

By Bloomberg
RETIREMENT PLANNING APR 01, 2015
Thinking about going into business on your own?

Tax tips and guidelines: Above all, deduct

By Elizabeth MacBride
RETIREMENT PLANNING APR 01, 2015
What empty nesters don't know about retirement

With the kids gone, will you tend to spend less or more? Even the experts aren't sure.

By Bloomberg
Who wants to service a tiny retirement plan? This guy.
RETIREMENT PLANNING APR 01, 2015
Who wants to service a tiny retirement plan? This guy.

Retirement plan consultant builds service for plans with less than $2M in assets.

By Darla Mercado
RETIREMENT PLANNING MAR 31, 2015
Use tax time to focus on retirement

This time of year is perfect for getting clients to contribute to their nest eggs and save on taxes

By Tim Steffen
RETIREMENT PLANNING MAR 31, 2015
Lifetime retiree health care cost projections up 6.5%

Average costs could exceed Social Security benefits in the future.

By Mary Beth Franklin
RETIREMENT PLANNING MAR 31, 2015
Bigger & Better

By Mason Braswell
Ameriprise to pay $27.5 million settlement in 401(k) fiduciary breach suit
RETIREMENT PLANNING MAR 30, 2015
Ameriprise to pay $27.5 million settlement in 401(k) fiduciary breach suit

Firm denies allegations made by its own retirement plan participants in four-year-old case that was set to go to trial April 13.

By Darla Mercado
DOL chief Perez says new fiduciary rule will distinguish between investor education and investment advice
RETIREMENT PLANNING MAR 27, 2015
DOL chief Perez says new fiduciary rule will distinguish between investor education and investment advice

Labor Secretary aims to assure industry rule will be 'much more informed' than last attempt, which faced fierce protest and was withdrawn in 2011.

By Mark Schoeff Jr.
RETIREMENT PLANNING MAR 27, 2015
Help clients navigate new landscape

Continued work - sometimes in a new field - is becoming the norm and requires planning

By David Baxter
RETIREMENT PLANNING MAR 26, 2015
Is General Motors' 401(k) annuity choice a harbinger for broader uptake?

Advisers say more mega-sized defined contribution plans taking up lifetime income provides a signal to the broader retirement market.

By Greg Iacurci